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DB

Douglas M. Blagdon

SHOREBRIDGE CAPITAL SECURITIES
SUMMIT, NJ 07901
Some features on this profile are disabled
CRD#: 1789722
DB

Professional summary


Douglas Mills Blagdon is a registered financial professional currently at SHOREBRIDGE CAPITAL SECURITIES, LLC located in Summit, New Jersey.

Douglas is registered as a RR (Registered Representative) and started their career in finance in 1988. Douglas has worked at 6 firms and has passed the Series 63, Series 99TO, SIE, Series 3, Series 79, Series 7, Series 14, Series 24 and Series 30 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Douglas Mills Blagdon's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

February 4, 2016 - Present

SHOREBRIDGE CAPITAL SECURITIES, LLC

Office #1: 350 Springfield Avenue Suite #200, Summit, NJ 07901
BD
CRD#: 269991
SUMMIT, NJ
Past

March 10, 2014 - February 8, 2016

SPP CAPITAL PARTNERS L L C

BD
CRD#: 38103
New York, NY
Past

November 28, 1997 - August 17, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

February 9, 1996 - September 1, 1998

SALOMON BROTHERS INC.

BD
CRD#: 740
NEW YORK, NY
Past

January 16, 1995 - January 26, 1996

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

January 6, 1992 - January 12, 1995

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
NEW YORK, NY
Past

February 23, 1988 - March 10, 1989

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(2/10/2016)
RR
Connecticut
(4/11/2016)
RR
Florida
(7/7/2016)
RR
Illinois
(1/31/2017)
RR
Louisiana
(2/10/2016)
RR
New Jersey
(4/12/2016)
RR
New York
(2/9/2016)
RR
North Carolina
(5/10/2023)
RR
Ohio
(4/12/2016)
RR
Pennsylvania
(2/24/2016)
RR
Texas
(10/20/2016)
RR
Vermont
(3/11/2016)
RR
Virginia
(5/9/2016)

Exams


State Security Law Exam
RR
Series 63
Date: 3/31/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 3
Date: 11/29/2017
National Commodity Futures Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 4/4/2023
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 30
Date: 3/21/2013
NFA Branch Manager Examination
SRO Registrations
RR
FINRA

Current Firm


SC
SHOREBRIDGE CAPITAL SECURITIES, LLC
SHOREBRIDGE CAPITAL ADVISORS, LLC | SHOREBRIDGE CAPITAL SECURITIES, LLC

CRD#: 269991 / SEC#: , 8-69644

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
350 Springfield Avenue Suite #200, Summit, NJ 07901
Mailing Address
350 Springfield Avenue Suite #200, Summit, NJ 07901
Phone number
(646) 869-8791
Established
Delaware since 05/13/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (13 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
SHOREBRIDGE CAPITAL PARTNERS, LLCMEMBER
BLAGDON, DOUGLAS MILLSCHIEF COMPLIANCE OFFICER1789722
BLAGDON, DOUGLAS MILLSCEO1789722
PARISE, JANICE DRUFINOP2338583

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SHOREBRIDGE CAPITAL SECURITIES, LLC

CRD#: 269991Summit, NJ 07901

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